MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.54M
3
+$3.52M
4
DE icon
Deere & Co
DE
+$3.09M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M

Top Sells

1
+$3.81M
2
+$3.58M
3
+$3.22M
4
MA icon
Mastercard
MA
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.68M

Sector Composition

1 Technology 19.59%
2 Financials 9.37%
3 Consumer Discretionary 9.07%
4 Healthcare 8.98%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$15.6K ﹤0.01%
299
+1
827
$15.6K ﹤0.01%
586
+20
828
$15.5K ﹤0.01%
108
+15
829
$15.4K ﹤0.01%
50
+2
830
$15.3K ﹤0.01%
703
+174
831
$15.2K ﹤0.01%
215
-156
832
$15.2K ﹤0.01%
227
-82
833
$15.2K ﹤0.01%
103
+11
834
$15.2K ﹤0.01%
28
835
$15.1K ﹤0.01%
356
+104
836
$15.1K ﹤0.01%
122
+2
837
$15.1K ﹤0.01%
229
838
$15.1K ﹤0.01%
288
+121
839
$15.1K ﹤0.01%
383
+127
840
$14.8K ﹤0.01%
134
+15
841
$14.8K ﹤0.01%
751
-130
842
$14.7K ﹤0.01%
350
843
$14.7K ﹤0.01%
61
844
$14.6K ﹤0.01%
806
+580
845
$14.5K ﹤0.01%
770
846
$14.5K ﹤0.01%
253
-62,320
847
$14.4K ﹤0.01%
282
-50
848
$14.3K ﹤0.01%
294
-494
849
$14.2K ﹤0.01%
366
+363
850
$14.2K ﹤0.01%
74
-59
32 33
34
35 36